{"id":48091,"date":"2025-09-11T18:35:16","date_gmt":"2025-09-11T16:35:16","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48091"},"modified":"2025-09-19T16:19:26","modified_gmt":"2025-09-19T14:19:26","slug":"sadan-vaelger-du-den-bedste-onboarding-software","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/da\/how-to-choose-the-best-onboarding-software\/","title":{"rendered":"S\u00e5dan v\u00e6lger du den bedste onboarding-software (trin for trin + RFP-skabelon)"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Velkommen til denne InvestGlass-pr\u00e6sentation om digital onboarding. Jeg er Alexander, CEO for InvestGlass, og i l\u00f8bet af denne pr\u00e6sentation viser vi dig, hvordan du onboarder prospekter, forts\u00e6tter med KYC-sanering og offboarder dine kunder. Vi tilf\u00f8jer 50 sp\u00f8rgsm\u00e5l, som du b\u00f8r bruge til at besvare din n\u00e6ste anmodning om tilbud!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass er en salgsautomatiseringsplatform - den f\u00f8rende schweiziske l\u00f8sning uden amerikansk fodaftryk. Den kan implementeres p\u00e5 dine egne servere eller hostes p\u00e5 schweiziske servere. InvestGlass er en familieejet schweizisk virksomhed, der tilbyder alle de v\u00e6rkt\u00f8jer, du har brug for til automatisering.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Vi betjener i \u00f8jeblikket over 120 kunder over hele verden, p\u00e5 tv\u00e6rs af finans, forsikring, regeringer, foreninger, klubber og virksomheder i alle st\u00f8rrelser. Kunderne v\u00e6lger os, fordi de \u00f8nsker en suver\u00e6n schweizisk l\u00f8sning med data i Schweiz, i deres eget land eller i en privat sky.<\/p>\n\n\n\n<center> <iframe loading=\"lazy\" width=\"80%\" height=\"800\" src=\"https:\/\/www.youtube.com\/embed\/wRP8Yxr-b1Y?si=iQikVzO6Xo9162wd\" title=\"YouTube-videoafspiller\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/center>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-products-and-onboarding-process\">Kerneprodukter og onboardingproces<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Vi automatiserer hele rejsen fra prospektering til distribution med otte kerneprodukter: onboarding, CRM, automatisering, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/da\/salgsvaerktojer\/\" target=\"_blank\" rel=\"noopener\" title=\"godkendelsesproces\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5378\">godkendelsesproces<\/a>, klientportal, rapportering, markedsf\u00f8ring, portef\u00f8ljestyring og h\u00e6ndelsesstyring.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">N\u00e5r du opbygger onboarding til din virksomhed, er det f\u00f8rste skridt at definere den oplevelse, du vil tilbyde:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Kundernes egen ombordstigning<\/li>\n\n\n\n<li>Relationship managers skubber til formularer<\/li>\n\n\n\n<li>Hybridmodeller, hvor ledere forbereder data, f\u00f8r potentielle kunder udfylder formularer<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Derefter konfigurerer vi din branding (farver, layout, stilarter) og definerer onboarding-workflowet. En typisk ops\u00e6tning tager 1-4 uger, hvorefter vi tester, g\u00e5r live og l\u00f8bende forbedrer rapporteringen.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-automation-ai-and-digital-forms\">Automatisering, AI og digitale formularer<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Et vigtigt sp\u00f8rgsm\u00e5l er, hvilke dele af onboarding, der skal automatiseres. Regelbaseret automatisering giver mulighed for opgaver som filtrering af formularer, kontrol af PEP-status eller markering af oprindelsesland og derefter udl\u00f8sning af advarsler eller opgaver. Godkendelsesprocesser kan ogs\u00e5 automatiseres, s\u00e5 kolleger skal stemme om konto\u00e5bninger, risikobetingelser eller takstgodkendelser.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI forbedrer onboarding yderligere ved at konvertere eksisterende formularer til strukturerede CRM-felter og JSON-nyttelast. Det sparer timevis af arbejde, is\u00e6r n\u00e5r flersprogede formularer (f.eks. engelsk, fransk, tysk, kinesisk) skal flettes sammen til et f\u00e6lles digitalt format.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Vores no-code <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/da\/formularbygger\/\" target=\"_blank\" rel=\"noopener\" title=\"Formularbygger\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5379\">Formularbygger<\/a> giver dig mulighed for at designe professionelle onboarding-formularer uden kodning. Information kan genbruges p\u00e5 tv\u00e6rs af formularer med <strong>pakker<\/strong>, hvilket reducerer antallet af dobbeltindtastninger.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-security-compliance-and-multi-party-workflows\">Sikkerhed, compliance og workflows med flere parter<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass s\u00f8rger for sikkerhed gennem revisionsspor, dokumenth\u00e5ndtering, mobilapps, to-faktor-autentificering (2FA) og sikker QR-kodeadgang. Formularer kan forudfyldes med data for at sikre, at kun den rigtige kunde f\u00e5r adgang til dem.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC\/KYB\/KYT-tjek er integreret med tredjepartsudbydere via API. Vores system underst\u00f8tter komplekse relationer (virksomheder, trusts, familier) med flere UBO'er og LPOA'er og definerer tilladelser til portaladgang, underskrifter og kontovisning.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Arbejdsgange med digital signatur g\u00f8r det muligt for flere parter at underskrive dokumenter sikkert med revisionsspor, der registrerer IP-adresser, tidsstempler og 2FA-valideringer. Onboarding af flere parter kan skjule f\u00f8lsomme felter for uautoriserede seere, hvilket sikrer privatlivets fred.<\/p>\n\n\n<div class=\"wp-block-image is-style-default\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-No-Code-Onboarding-InvestGlass.png\" alt=\"Bedste onboarding uden kode - InvestGlass\" class=\"wp-image-48093\" style=\"width:670px;height:auto\"><figcaption class=\"wp-element-caption\">Bedste onboarding uden kode - InvestGlass<\/figcaption><\/figure>\n<\/div>\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-approvals-kyc-remediation-and-reporting\">Godkendelser, KYC-afhj\u00e6lpning og rapportering<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Vores godkendelsesproces kan tilpasses med flertrinssekvenser og grupper af godkendere, der d\u00e6kker konto\u00e5bninger, W8\/W9-gennemgange, KYC-saneringer og offboarding.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC-afhj\u00e6lpning kan udl\u00f8ses af:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Abonnement p\u00e5 en ny tjeneste<\/li>\n\n\n\n<li>Periodisk gennemgang (f.eks. hvert 5-10 \u00e5r)<\/li>\n\n\n\n<li>H\u00e6ndelser som udl\u00f8bne ID'er eller nye PEP-udpegninger<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Alle handlinger spores i live-rapporteringsdashboards, der fremh\u00e6ver proceseffektivitet, flaskehalse og muligheder for automatisering. Kunderne kan v\u00e6lge mellem fuld automatisering, fuldt manuelt tilsyn eller hybride tilgange, der kombinerer AI, regler og menneskelig gennemgang.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-Approval-Process-sequencing-tool-1024x576.png\" alt=\"V\u00e6rkt\u00f8j til sekvensering af den bedste godkendelsesproces\" class=\"wp-image-48092\" style=\"width:694px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-Approval-Process-sequencing-tool-1024x576.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-Approval-Process-sequencing-tool-300x169.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-Approval-Process-sequencing-tool-768x432.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-Approval-Process-sequencing-tool-1536x863.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-Approval-Process-sequencing-tool-scaled.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">V\u00e6rkt\u00f8j til sekvensering af den bedste godkendelsesproces<\/figcaption><\/figure>\n<\/div>\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-investglass-digital-onboarding-streamlines-client-journeys-automates-compliance-and-enhances-security-while-giving-you-full-control-over-branding-and-workflows\">InvestGlass <a class=\"wpil_keyword_link\" title=\"digital onboarding\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5377\" href=\"https:\/\/www.investglass.com\/da\/digital-onboarding\/\" target=\"_blank\" rel=\"noopener\">digital onboarding<\/a> str\u00f8mliner kunderejser, automatiserer compliance og forbedrer sikkerheden, samtidig med at du f\u00e5r fuld kontrol over branding og workflows.<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass' digitale onboarding str\u00f8mliner kunderejsen, automatiserer compliance og forbedrer sikkerheden, samtidig med at du f\u00e5r fuld kontrol over branding og arbejdsgange.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-to-build-you-request-for-proposal\">Ofte stillede sp\u00f8rgsm\u00e5l til at opbygge din anmodning om tilbud<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Mangler vi nogle sp\u00f8rgsm\u00e5l? Lad os det vide! <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Sprog<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Hvor mange filer har du i \u00f8jeblikket? Vil konto\u00e5bningsprocessen v\u00e6re flersproget, eller vil du have separate konto\u00e5bningsprocesser for hvert sprog?<\/p>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Proforma-dokumenter<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Hvor mange PDF'er skal forblive i proforma-format, for eksempel W8NW9IMIBen, libre passage eller livsforsikring?<\/p>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Kontakt- vs. kontobaseret<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Skal dine dokumenter v\u00e6re kontaktbaserede eller kontobaserede?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Digital on-boarding med InvestGlass<\/p>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Formel-dokumenter (A, K, T)<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Indeholder dine dokumenter formularer som A, K eller T, der skal forblive i proforma?<\/p>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Pakker til \u00e5bning af konto<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Har du defineret pakker til konto\u00e5bning? Kan de grupperes efter produktfamilier?<\/p>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>Almindelig ret vs. civilret<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Har du etableret forskellige pakker afh\u00e6ngigt af common law eller civil law?<\/p>\n\n\n\n<ol start=\"7\" class=\"wp-block-list\">\n<li>Digital signaturproces med InvestGlass<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Har du en digital signaturproces p\u00e5 plads? Forventer du at bruge InvestGlass-systemet med 2FA, IP\/ID\/tidsstempling? Accepterer I underskrifter p\u00e5 en underskriftstavle? Skal underskriftsblokken v\u00e6re skjult for hver UBO\/LPOA? Skal visse felter v\u00e6re skjult fra en UBO til en anden?<\/p>\n\n\n\n<ol start=\"8\" class=\"wp-block-list\">\n<li>Verifikation af identitet<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">N\u00e5r du \u00e5bner en konto, accepterer du s\u00e5 sager uden et indledende m\u00f8de med en bankansat, eller skal en ansat f\u00f8rst bekr\u00e6fte identitetsdokumentet?<\/p>\n\n\n\n<ol start=\"9\" class=\"wp-block-list\">\n<li>Inddragelse af potentielle kunder<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Hvordan forventer du, at kundeemnet gennemf\u00f8rer processen med at \u00e5bne en konto?<\/p>\n\n\n\n<ol start=\"10\" class=\"wp-block-list\">\n<li>Underst\u00f8ttende dokumenter<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Hvor mange dokumenter (ID, bevis p\u00e5 formue, skattepapirer osv.) forventer du at skulle indsamle til individuelle konti og virksomhedskonti? Har du standardiseret de n\u00f8dvendige elementer?<\/p>\n\n\n\n<ol start=\"11\" class=\"wp-block-list\">\n<li>Begr\u00e6nsede lande<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Vil du blokere for \u00e5bning af fjernkonti i bestemte lande?<\/p>\n\n\n\n<ol start=\"12\" class=\"wp-block-list\">\n<li>Dokumentpakker<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Hvis flere formularer udfyldes samtidig, vil du s\u00e5 gerne have dem samlet i pakker for effektivitetens skyld?<\/p>\n\n\n\n<ol start=\"13\" class=\"wp-block-list\">\n<li>Enheder og kanaler<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Forventer du, at konto\u00e5bning skal ske via mobil, tablet, desktop eller en hybrid papirbaseret proces?<\/p>\n\n\n\n<ol start=\"14\" class=\"wp-block-list\">\n<li>Varighed<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Hvor lang tid b\u00f8r en konto\u00e5bning tage?<\/p>\n\n\n\n<ol start=\"15\" class=\"wp-block-list\">\n<li>Initiering fra tredjepart<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Vil konto\u00e5bninger blive udf\u00f8rt af tredjeparter som f.eks. eksterne kapitalforvaltere eller forretningsintroducenter?<\/p>\n\n\n\n<ol start=\"16\" class=\"wp-block-list\">\n<li>Obligatoriske sp\u00f8rgsm\u00e5l<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Har du defineret minimumskrav til svar for hver formular? Er alle sp\u00f8rgsm\u00e5l obligatoriske?<\/p>\n\n\n\n<ol start=\"17\" class=\"wp-block-list\">\n<li>Simulatorer<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Indeholder jeres formularer simulatorer? Hvis ja, hvilke?<br><\/p>\n\n\n\n<ol start=\"18\" class=\"wp-block-list\">\n<li>Gem og forts\u00e6t senere<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Tillader du, at formularer gemmes og udfyldes senere? Hvis ja, har du s\u00e5 versionering af formularer for at sikre validitet?<\/p>\n\n\n\n<ol start=\"19\" class=\"wp-block-list\">\n<li>Flere UBO'er<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">For flere UBO'er, tillader du s\u00e5 sekventiel udfyldelse, eller skal \u00e9n UBO udfylde alt?<\/p>\n\n\n\n<ol start=\"20\" class=\"wp-block-list\">\n<li>Integration med InvestGlass CRM og andre CRM-systemer<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">N\u00e5r dokumenterne er f\u00e6rdige, vil opdateringerne s\u00e5 blive sendt til et tredjeparts-CRM? Hvis ja, har du s\u00e5 skema- eller JSON-eksempler (kundeinfo, viden, erfaring, behov)?<\/p>\n\n\n\n<ol start=\"21\" class=\"wp-block-list\">\n<li>PDF-formatering<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Skal genererede PDF'er matche dit eksisterende format n\u00f8jagtigt, eller kan der foretages mindre \u00e6ndringer?<\/p>\n\n\n\n<ol start=\"22\" class=\"wp-block-list\">\n<li>Arbejdsgang for godkendelse<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">N\u00e5r man godkender konto\u00e5bninger, gennemg\u00e5r man s\u00e5 de enkelte felter eller hele PDF'en\/pakken? Kan du oplyse om dit nuv\u00e6rende workflow?<br><\/p>\n\n\n\n<ol start=\"23\" class=\"wp-block-list\">\n<li>Afhj\u00e6lpning af KYC<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Udf\u00f8rer du KYC-korrektion? Hvis ja, hvilken proces er p\u00e5 plads?<\/p>\n\n\n\n<ol start=\"24\" class=\"wp-block-list\">\n<li>Meddelelser om udl\u00f8b<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Forventer du, at InvestGlass giver besked, hvis data eller dokumenter udl\u00f8ber? Hvis ja, hvilken proces skal f\u00f8lges?<\/p>\n\n\n\n<ol start=\"25\" class=\"wp-block-list\">\n<li>Omd\u00f8mme og navnetjek<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Bruger du v\u00e6rkt\u00f8jer som World-Check, North Data eller crypto-wallet reputation checks for AML, CFTC og PEP-lister? Skal de integreres i konto\u00e5bningsprocessen, og hvor skal flagene vises?<\/p>\n\n\n\n<ol start=\"26\" class=\"wp-block-list\">\n<li>Rapportering<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Forventer du rapportering om konto\u00e5bningseffektivitet, opgivelsesrater, gennemf\u00f8relsestider, formulartyper, teams, medarbejdere, kontrakter, godkendere og godkendelsesprocesser?<\/p>\n\n\n\n<ol start=\"27\" class=\"wp-block-list\">\n<li>KYC v\u00e6rkt\u00f8jer<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Hvilke KYC-v\u00e6rkt\u00f8jer bruger du i \u00f8jeblikket eller planl\u00e6gger at bruge (f.eks. dokumentverifikation, biometrisk kontrol, videoidentifikation)? B\u00f8r disse v\u00e6rkt\u00f8jer integreres i konto\u00e5bningsprocessen, og hvordan skal resultaterne vises?<\/p>\n\n\n\n<ol start=\"28\" class=\"wp-block-list\">\n<li>V\u00e6rtsskab, suver\u00e6nitet og opholdsbehov<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Har du specifikke krav til hosting med hensyn til datasuver\u00e6nitet og bop\u00e6l (f.eks. hosting i Schweiz, EU eller andre jurisdiktioner)? Er der nogen lovgivningsm\u00e6ssige begr\u00e6nsninger, vi skal v\u00e6re opm\u00e6rksomme p\u00e5 i forbindelse med opbevaring og behandling af kundedata?<\/p>\n\n\n\n<ol start=\"29\" class=\"wp-block-list\">\n<li>Forbindelse til Active Directory<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Har du brug for en forbindelse til dine medlemmers Active Directory til godkendelse og brugeradministration? Skal adgangsrettigheder for bankfolk eller medarbejdere administreres via denne integration?<\/p>\n\n\n\n<ol start=\"30\" class=\"wp-block-list\">\n<li>Metoder til brugergodkendelse<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Hvilke godkendelsesmetoder har du brug for til kunder og bankfolk (f.eks. SSO, MFA, biometri)?<\/p>\n\n\n\n<ol start=\"31\" class=\"wp-block-list\">\n<li>Styring af sessioner<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Skal systemet h\u00e5ndh\u00e6ve timeouts for sessioner, genautentificering eller enhedsbegr\u00e6nsninger?<\/p>\n\n\n\n<ol start=\"32\" class=\"wp-block-list\">\n<li>Indledende finansiering<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">B\u00f8r konto\u00e5bningsprocessen tillade eller kr\u00e6ve instruktioner om f\u00f8rste indbetaling eller overf\u00f8rsel?<\/p>\n\n\n\n<ol start=\"33\" class=\"wp-block-list\">\n<li>Integration af betalinger<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Har du brug for integration med betalingssystemer (f.eks. SWIFT, SEPA, interne rails) som en del af onboardingen?<\/p>\n\n\n\n<ol start=\"34\" class=\"wp-block-list\">\n<li>Overholdelse af tilg\u00e6ngelighed<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Kr\u00e6ver du, at onboarding-processen overholder tilg\u00e6ngelighedsstandarder (f.eks. WCAG, ADA)?<\/p>\n\n\n\n<ol start=\"35\" class=\"wp-block-list\">\n<li>Sproglig fallback<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Hvis et dokument ikke er tilg\u00e6ngeligt p\u00e5 en kundes valgte sprog, skal systemet s\u00e5 v\u00e6lge engelsk som standard eller blokere for onboarding?<\/p>\n\n\n\n<ol start=\"36\" class=\"wp-block-list\">\n<li>Guidet oplevelse<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Forventer du, at onboarding-processen skal omfatte guidede flows, v\u00e6rkt\u00f8jstips, guider eller live chat-assistance?<\/p>\n\n\n\n<ol start=\"37\" class=\"wp-block-list\">\n<li>Opbevaring af data<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Hvor l\u00e6nge skal onboarding-data gemmes, og i henhold til hvilke opbevarings- og arkiveringspolitikker?<\/p>\n\n\n\n<ol start=\"38\" class=\"wp-block-list\">\n<li>Revisionsspor<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Har du brug for et uforanderligt revisionsspor til at registrere, hvem der har foretaget hvilke \u00e6ndringer og hvorn\u00e5r, af hensyn til lovgivningen?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Registreringstilladelse og revision<\/p>\n\n\n\n<ol start=\"39\" class=\"wp-block-list\">\n<li>Tilpasset rapportering<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Har du brug for dashboards eller rapporter om opgivelsesrater, dokumentfejl, tid til godkendelse eller flaskehalse?<\/p>\n\n\n\n<ol start=\"40\" class=\"wp-block-list\">\n<li>Integration af kernebanker<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Skal systemet sende f\u00e6rdige onboarding-data til din kernebankplatform eller kun til InvestGlass CRM?<\/p>\n\n\n\n<ol start=\"41\" class=\"wp-block-list\">\n<li>Tredjepart <a href=\"https:\/\/help.investglass.com\/reference\/getting-started#\/\">API'er med InvestGlass API<\/a><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Har du brug for integrationer med tredjeparter som f.eks. skattemyndigheder, kreditbureauer eller tilsynsmyndigheder?<\/p>\n\n\n\n<ol start=\"42\" class=\"wp-block-list\">\n<li>API-tilg\u00e6ngelighed<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Har du brug for API'er, der er tilg\u00e6ngelige for partnere eller kun til intern brug?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass API<\/p>\n\n\n\n<ol start=\"43\" class=\"wp-block-list\">\n<li>Jurisdiktionsspecifikke arbejdsgange<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">B\u00f8r onboarding variere afh\u00e6ngigt af kundens hjemsted eller jurisdiktion (f.eks. FATCA, CRS, MiFID II, FINMA)?<\/p>\n\n\n\n<ol start=\"44\" class=\"wp-block-list\">\n<li>Frekvens for screening af sanktioner<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Skal sanktioner og PEP-screening kun udf\u00f8res ved onboarding eller l\u00f8bende bagefter?<\/p>\n\n\n\n<ol start=\"45\" class=\"wp-block-list\">\n<li>H\u00e5ndtering af samtykke<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Har du brug for elektronisk opbevaring af samtykke (f.eks. til GDPR, privatlivsmeddelelser, vilk\u00e5r og betingelser)?<\/p>\n\n\n\n<ol start=\"46\" class=\"wp-block-list\">\n<li>Rollebaseret adgang<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Skal medarbejderne have rollebaserede tilladelser til kun at f\u00e5 adgang til deres egne kunder, eller skal de have en bredere holdindsigt?<\/p>\n\n\n\n<ol start=\"47\" class=\"wp-block-list\">\n<li>Delegation<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Skal en bankmand kunne overf\u00f8re en onboarding-sag til en anden bankmand midt i processen?<\/p>\n\n\n\n<ol start=\"48\" class=\"wp-block-list\">\n<li>Tr\u00e6ningsmilj\u00f8<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Har du brug for en sandkassetilstand, hvor medarbejderne kan \u00f8ve sig p\u00e5 onboardingprocessen uden at skabe live data?<\/p>\n\n\n\n<ol start=\"49\" class=\"wp-block-list\">\n<li>Onboarding af flere enheder<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Har du brug for muligheden for at onboarde flere relaterede enheder p\u00e5 \u00e9n gang (f.eks. virksomhedskonti med datterselskaber eller familiegrupper)?<\/p>\n\n\n\n<ol start=\"50\" class=\"wp-block-list\">\n<li>Kontrol af dokumentversioner<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Skal systemet omfatte dokumentversionering for at spore opdateringer, forhindre for\u00e6ldede formularer i at blive brugt og sikre overholdelse af lovgivningen?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Mangler vi nogle sp\u00f8rgsm\u00e5l? Lad os det vide!<\/p>","protected":false},"excerpt":{"rendered":"<p>Welcome to this InvestGlass presentation about digital onboarding. I&#8217;m Alexander, the CEO of InvestGlass, and during this presentation we&#8217;ll show you how to onboard prospects, proceed with KYC remediation, and off board your customers. We will add 50 questions you should be using to answer your next request for proposal! 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